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Portfolio (Quarterly) Guide ↗

Connor, Clark & Lunn Investment Management Ltd.

· CIK 0001596800
13F Portfolio $38.1B AUM 1,508 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 350 New 590 Added 528 Reduced 317 Exited
Page 30 of 76  ·  1,508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 FRT FEDERAL RLTY INVT TR NEW Real Estate 63,447.0 $6.4M 0.02% NEW $100.80 +17.7%
582 CRUS CIRRUS LOGIC INC Technology 53,681.0 $6.4M 0.02% +13K +32.7% $118.50 +40.6%
583 LMND LEMONADE INC Financial Services 89,153.0 $6.3M 0.02% -133K -60.0% $71.18 -19.9%
584 HMN HORACE MANN EDUCATORS CORP N Financial Services 137,081.0 $6.3M 0.02% -15K -10.1% $46.18 +3.2%
585 EFX EQUIFAX INC Industrials 29,068.0 $6.3M 0.02% NEW $216.98 -24.8%
586 COGT COGENT BIOSCIENCES INC Healthcare 175,889.0 $6.2M 0.02% NEW $35.52 -8.3%
587 ANIP ANI PHARMACEUTICALS INC Healthcare 78,557.0 $6.2M 0.02% -50K -39.0% $78.94 +4.9%
588 AUPH AURINIA PHARMACEUTICALS INC Healthcare 383,623.0 $6.1M 0.02% -158K -29.1% $15.95 -3.1%
589 SLDP SOLID POWER INC Industrials 1,437,522.0 $6.1M 0.02% NEW $4.25 -34.8%
590 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 263,869.0 $6.1M 0.02% +185K +234.3% $23.00 +1.6%
591 WSO WATSCO INC Industrials 17,997.0 $6.1M 0.02% +14K +352.3% $336.95 +14.7%
592 LIVN LIVANOVA PLC Healthcare 98,468.0 $6.1M 0.02% -160K -62.0% $61.53 +19.7%
593 DHT DHT HOLDINGS INC Energy 491,614.0 $6.0M 0.02% +282K +134.1% $12.21 +45.5%
594 COHU COHU INC Technology 257,297.0 $6.0M 0.02% +50K +24.0% $23.27 +96.2%
595 SMWB SIMILARWEB LTD Communication Services 799,222.0 $6.0M 0.02% -145K -15.4% $7.49 -49.0%
596 GREAT LAKES DREDGE & DOCK CO 453,539.0 $6.0M 0.02% +37K +8.9% $13.12
597 ANAB ANAPTYSBIO INC Healthcare 122,476.0 $5.9M 0.02% NEW $48.48 +24.6%
598 PRIM PRIMORIS SVCS CORP Industrials 47,270.0 $5.9M 0.01% +27K +133.2% $124.14 -14.1%
599 H HYATT HOTELS CORP Consumer Cyclical 36,494.0 $5.9M 0.01% NEW $160.32 +9.5%
600 ASX ASE TECHNOLOGY HLDG CO LTD Technology 362,939.0 $5.8M 0.01% -654K -64.3% $16.10 +102.7%
Page 30 of 76  ·  1,508 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 23.4%
Technology 21.8%
Basic Materials 12.7%
Energy 9.7%
Industrials 8.2%
Consumer Cyclical 8.1%
Healthcare 5.6%
Communication Services 4.3%
Utilities 2.7%
Consumer Defensive 2.4%